Grand Rounds - How do investments and taxes change as you approach retirement with Daniel Wrenne
Financial Residency
00:00
Individualized Retirement Planning: Taxes, Investments, and the 4% Rule
This chapter explores the personalized aspects of retirement planning, including taxes and investments. It delves into the 4% rule, which suggests a safe income withdrawal strategy in retirement, but acknowledges the impact of variables like investment type and tax implications.
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Transcript
